Difference between revisions of "Mailing History Report"
From Charitylog Manual
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| − | + | [[File:mail_his1.png|700px|alt="a screenshot of the mailing history report button in the reports menu."]] | |
| + | The Mailing History Report provides information about letters, emails and mailing spreadsheets, set to be included in the Mail Merge Audit. | ||
| − | [[ | + | [[File:mail_his2.png|800px|alt="a screenshot of the mailing history report criteria fields. Including date fields, staff member entered by, show letters, emails or mail merges, and list order."]] |
| + | * '''Start Date''' - Select the start point of the reporting period. Letters, email and merges produced after this date and before the end date will be included. | ||
| + | * '''End Date''' - Select the end point of the reporting period. Letters, email and merges produced before this date and after the start date will be included. | ||
| + | * '''Staff Member Entered By''' - Filter by user if required. | ||
| + | * '''Show Letters?''' - This will include letters. | ||
| + | * '''Show Emails?''' - This will include emails. | ||
| + | * '''Show Mail Merges?''' - This will include relevant mail merge extracts. | ||
| + | * '''List Order''' - The display order of the report. | ||
| − | + | Click 'display in browser' to run the report, or export to spreadsheet. | |
| + | [[File:mail_his3.png|700px|alt="a screenshot of the results of a mailing history reports. Including columns for the recipients name, the letter name, the date, and who it was created by."]] | ||
| − | [[ | + | Each section will have a [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] to access the [[Blue Folder Lookup]] tool. |
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[[file:helpheader_small.png|right]] | [[file:helpheader_small.png|right]] | ||
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Latest revision as of 11:28, 29 February 2024
The Mailing History Report provides information about letters, emails and mailing spreadsheets, set to be included in the Mail Merge Audit.
- Start Date - Select the start point of the reporting period. Letters, email and merges produced after this date and before the end date will be included.
- End Date - Select the end point of the reporting period. Letters, email and merges produced before this date and after the start date will be included.
- Staff Member Entered By - Filter by user if required.
- Show Letters? - This will include letters.
- Show Emails? - This will include emails.
- Show Mail Merges? - This will include relevant mail merge extracts.
- List Order - The display order of the report.
Click 'display in browser' to run the report, or export to spreadsheet.
Each section will have a 
to access the Blue Folder Lookup tool.
